Sells financial services to customers of financial institution: Develops prospects from current
commercial customers, referral leads, and other sources. Contacts prospective customers to present
information on available services, such as deposit accounts, lines-of-credit, sales or inventory
financing, cash management, or investment services. Determines customers' financial services needs
and prepares proposals to sell services. Reviews business trends and advises customers regarding
expected fluctuations. Attends sales and trade meetings to develop new business prospects. May make
presentations on financial services to groups to attract new clients. May prepare forms or agreement
to complete sale. May evaluate costs and revenue of agreements to determine if they are profitable
to continue. May sell services, such as check processing and collecting, record keeping and
reporting, trust, investment, or safekeeping services, or products such as travelers checks, to
other financial institutions. May solicit businesses to participate in consumer credit card program.
GOE: 08.01.02 STRENGTH: L GED: R5 M4 L5 SVP: 7 DLU: 89ONET CROSSWALK: 43014BSales Agents, Financial Services

Sells financial services to customers of financial institution: Develops prospects from current
commercial customers, referral leads, and other sources. Contacts prospective customers to present
information on available services, such as deposit accounts, lines-of-credit, sales or inventory
financing, cash management, or investment services. Determines customers' financial services needs
and prepares proposals to sell services. Reviews business trends and advises customers regarding
expected fluctuations. Attends sales and trade meetings to develop new business prospects. May make
presentations on financial services to groups to attract new clients. May prepare forms or agreement
to complete sale. May evaluate costs and revenue of agreements to determine if they are profitable
to continue. May sell services, such as check processing and collecting, record keeping and
reporting, trust, investment, or safekeeping services, or products such as travelers checks, to
other financial institutions. May solicit businesses to participate in consumer credit card program.
GOE: 08.01.02 STRENGTH: L GED: R5 M4 L5 SVP: 7 DLU: 89ONET CROSSWALK: 43014BSales Agents, Financial Services